Civic Intelligence

Summit Credit Union

990 • Fiscal year 2018 • EIN 39-0230585

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.SUMMITCREDITUNION.COM

View Organization Page

PO Box 8046Madison, WI 53708-8046

(608) 243-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.88x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

18.53x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Top Officer Pay

67th percentile

$1,049,623

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Asset Growth

82nd percentile

11%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

14%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,224,170,223

Up $323,668,710 (+11%) from 2017

Net Assets

Up

$378,295,623

Up $38,395,495 (+11%) from 2017

Liabilities

Up

$2,845,874,600

Up $285,273,215 (+11%) from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Up

$153,615,518

Up $18,646,860 (+14%) from 2017

Expenses

Up

$114,485,268

Up $17,319,495 (+18%) from 2017

Net Income

Up

$39,130,250

Up $1,327,365 (+3.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $1,581,105,305Liabilities 2010: $1,444,066,478Net Assets 2010: $137,038,8272010Assets 2011: $1,735,535,637Liabilities 2011: $1,578,800,691Net Assets 2011: $156,734,9462011Assets 2012: $1,886,824,377Liabilities 2012: $1,695,399,695Net Assets 2012: $191,424,6822012Assets 2013: $1,955,509,180Liabilities 2013: $1,739,747,505Net Assets 2013: $215,761,6752013Assets 2014: $2,076,034,803Liabilities 2014: $1,834,004,313Net Assets 2014: $242,030,4902014Assets 2015: $2,388,643,118Liabilities 2015: $2,118,414,699Net Assets 2015: $270,228,4192015Assets 2016: $2,664,821,119Liabilities 2016: $2,361,391,221Net Assets 2016: $303,429,8982016Assets 2017: $2,900,501,513Liabilities 2017: $2,560,601,385Net Assets 2017: $339,900,1282017Assets 2018: $3,224,170,223Liabilities 2018: $2,845,874,600Net Assets 2018: $378,295,6232018Assets 2019: $3,689,604,395Liabilities 2019: $3,265,770,166Net Assets 2019: $423,834,2292019Assets 2020: $4,326,305,460Liabilities 2020: $3,835,950,797Net Assets 2020: $490,354,6632020Assets 2021: $4,830,581,855Liabilities 2021: $4,275,073,315Net Assets 2021: $555,508,5402021Assets 2022: $6,224,510,320Liabilities 2022: $5,676,758,326Net Assets 2022: $547,751,9942022Assets 2023: $6,945,113,848Liabilities 2023: $6,333,434,715Net Assets 2023: $611,679,1332023Assets 2024: $7,458,311,100Liabilities 2024: $6,775,219,984Net Assets 2024: $683,091,1162024

Highlighted filing

2018

Assets$3,224,170,223
Liabilities$2,845,874,600
Net Assets$378,295,623
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0Expenses 2010: $78,300,1012010Expenses 2011: $76,151,8482011Revenue 2012: $105,588,548Expenses 2012: $74,080,222Net Income 2012: $31,508,3262012Revenue 2013: $96,688,329Expenses 2013: $69,084,193Net Income 2013: $27,604,1362013Revenue 2014: $96,927,653Expenses 2014: $72,614,953Net Income 2014: $24,312,7002014Revenue 2015: $108,064,154Expenses 2015: $79,034,215Net Income 2015: $29,029,9392015Revenue 2016: $125,312,190Expenses 2016: $90,355,986Net Income 2016: $34,956,2042016Revenue 2017: $134,968,658Expenses 2017: $97,165,773Net Income 2017: $37,802,8852017Revenue 2018: $153,615,518Expenses 2018: $114,485,268Net Income 2018: $39,130,2502018Revenue 2019: $183,147,998Expenses 2019: $139,446,632Net Income 2019: $43,701,3662019Revenue 2020: $218,688,178Expenses 2020: $159,633,124Net Income 2020: $59,055,0542020Revenue 2021: $218,937,515Expenses 2021: $141,564,545Net Income 2021: $77,372,9702021Revenue 2022: $231,091,693Expenses 2022: $179,735,655Net Income 2022: $51,356,0382022Revenue 2023: $344,575,674Expenses 2023: $293,446,606Net Income 2023: $51,129,0682023Revenue 2024: $453,854,644Expenses 2024: $395,405,737Net Income 2024: $58,448,9072024

Highlighted filing

2018

Revenue$153,615,518
Expenses$114,485,268
Net Income$39,130,250
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$154,409,342
Mission and Program Overview

Mission

A cooperative, nonprofit corporation, incorporated under wisconsin state law to encourage thrift among its members, create a source of credit at a fair and reasonable cost, and provide an opportunity for its members to improve their economic and social conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,370,751,242$2,757,256,944▲ $386,505,702
Rtn Earn Endowment Incm Other Fnds$339,900,128$378,295,623▲ $38,395,495
Investments Other Securities$273,992,965$153,191,665▼ $120,801,300
Land, Buildings, and Equipment, Net$61,858,074$104,708,042▲ $42,849,968
Savings and Temporary Cash Investments$69,919,282$95,353,328▲ $25,434,046
Investments Program Related$58,290,893$46,876,013▼ $11,414,880
Cash and Non-Interest-Bearing Accounts$9,851,568$12,643,445▲ $2,791,877
Receivables From Officers Etc$5,177,986$5,497,396▲ $319,410
Prepaid Expenses and Deferred Charges$2,604,309$3,417,303▲ $812,994
Accounts Receivable$1,777,067$2,263,422▲ $486,355
Intangible Assets$129,032$0▼ $129,032
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,900,501,513$3,224,170,223▲ $323,668,710
Other Assets Total$46,149,095$42,962,665▼ $3,186,430
Liabilities
Other Liabilities$2,241,783,239$2,345,187,263▲ $103,404,024
Mortgage Notes Payable Secured by Investment Property$272,347,638$460,639,314▲ $188,291,676
Accounts Payable and Accrued Expenses$44,324,156$37,376,978▼ $6,947,178
Escrow Account Liability$2,146,352$2,671,045▲ $524,693
Total Liabilities$2,560,601,385$2,845,874,600▲ $285,273,215
Net Assets / Fund Balance
Total Net Assets Fund Balance$339,900,128$378,295,623▲ $38,395,495
Total Liabilities and Net Assets / Fund Balance$2,900,501,513$3,224,170,223▲ $323,668,710

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,012,282$22,560,020$61,572,302
Other Land Buildings$42,018,987-$42,018,987
Equipment$7,827,462$20,737,013$28,564,475
Land$14,597,782-$14,597,782
Leasehold Improvements$1,251,529$1,601,186$2,852,715
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim SponemCEO/presidentFT$711,250$338,373$1,049,623
Keith PetersonCFOFT$269,542$256,230$525,772
Rebecca GerothanasSVP OperationsFT$239,437$159,633$399,070
Christopher SchellChief Marketing OfficerFT$185,472$164,150$349,622
Nancy KastenSVP Hr & Org Develop.FT$188,591$153,328$341,919
Mark KennedyChief Lending OfficerFT$197,753$104,483$302,236
Christopher HefterChief Information OfficerFT$203,466$74,637$278,103
Adam PelletterMortgage Loan OfficerFT$214,478$42,832$257,310
Mary ByrdMortgage Loan OfficerFT$162,778$62,644$225,422
Eric MathiasVP Retail DevelopmentFT$147,334$61,921$209,255
James HoldenVP - Business Services SrFT$139,272$69,118$208,390
Daniel PollyAvp- ItFT$151,240$55,498$206,738
Jeremy EpplerVP Risk ManagementFT$150,685$45,796$196,481
Donald LickelVP Mortgage LendingFT$131,815$62,658$194,473
Timothy GreeneMortgage Loan OfficerFT$171,201$22,672$193,873

Board Members and Trustees

NameTitle
Mike SchenkChair
David ReszelVice Chair
Bob LindnerDirector
Dennis SaueyDirector
John LitscherDirector
MIKE O'BRIENDirector
Stefanie NorvaisasDirector
Mary TurkeSecretary
Dan KaiserTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jh Findorff & Son INCConstruction Contractor330 S BEDFORD ST, Madison, WI 53703$34,519,715
Jack Henry & Associates INCData Processing SystemPO BOX 609, Monett, MO 65708$2,976,138
Hiebing Group INCMarketing315 WISCONSIN AVE, Madison, WI 53703$2,293,625
Strang INCArchitectural Firm6411 MINERAL POINT RD, Madison, WI 53705$2,110,388
Paragon Development SystemsData Processing SystemPO BOX 775677, Chicago, IL 60677$1,925,070
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$147,326,393
Investment Income
$6,286,585
Other Revenue
$2,540
Change in Net Assets
$39,130,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$153,522,155
Revenue Not Reported on Financial Statements
$93,364
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$93,364
Total Revenue per Audited Statements
$153,522,155
Total Revenue per Form 990
$153,615,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,590,670
Salaries, Compensation, and Employee Benefits$42,546,019
Grants and Similar Amounts Paid$251,324
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$29,635,606
Office Expenses---$15,379,692
Benefits to Members---$11,097,255
Interest---$8,617,405
Depreciation Depletion---$5,128,988
Advertising---$4,909,049
Other Employee Benefits---$4,221,897
Current Officers, Directors, Trustees, and Key Employees---$4,006,756
Pension Plan Contributions---$2,495,151
Occupancy---$2,321,798
Payroll Taxes---$2,186,609
Fees for Services Legal---$1,277,135
Other Expenses---$1,093,477
Conferences and Meetings---$749,078
All Other Expenses---$440,926
Fees for Services Accounting---$336,545
Grants to Domestic Orgs---$251,324
Total Functional Expenses$0$0$0$114,485,268

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$114,485,268
Total Expenses per Form 990$114,485,268
Total Expenses per Audited Statements$114,391,904
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-93,364
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Dane CountyMadison, WI501(c)(3)United Way Corporate Contribution/loan Exec Sponsor$42,650
Madison College FoundationMadison, WI501(c)(3)Endowment Fund$15,000
Edgewood CollegeMadison, WI501(c)(3)Residence Hall Capital Campaign$14,286
Girl Scouts of AmericaMadison, WI501(c)(3)Girl Scouts Capital Campaign Year 1 of 2$12,750
Goodman Community CenterMadison, WI501(c)(3)Partnership - Year 1$12,750
Waunakee Community FoundationWaunakee, WI501(c)(3)New Library Fund - 1 of 2$10,000
Wisconsin Historical FoundationsMadison, WI501(c)(3)Gift Agreement Pledge$10,000
Sunshine PlaceSun Prairie, WI501(c)(3)Sun Prairie Disaster Relief$5,750
A Fund for WomenMadison, WI501(c)(3)Partnership$5,000
Doyenne GroupMadison, WI501(c)(3)General Support$5,000
National Credit Union FoundationMadison, WI501(c)(3)National Credit Union Foundation Donation$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Summit Board Member Mary TurkeLegal ServicesNo$341,017

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$5,177,986$5,497,396▲ $319,410
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares and Deposits$2,345,187,263
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union is comprised of a single class of more than 180,000 member-owners, each of which has equal rights in ownership, governance and voting rights at the annual meetings, with the exception of the member-owners who are elected to the board of directors.”

Form 990, Part VI, Section A, Line 7A

“The member-owners of the credit union have the authority to elect the members of the board of directors for three-year terms on a rotating basis. Candidates are elected by a simple plurality vote.”

Form 990, Part VI, Section A, Line 7B

“The by-laws may be amended, altered or repealed in any manner not inconsistent with applicable law by a majority vote of the board at any duly convened meeting of the board. These by-laws may be amended by three-fourths majority vote of the members present at any annual or special meeting of the members, if all notice and other requirements applicable to amendment of these by-laws are satisfied. No amendment, alteration, or repeal of these bylaws shall become effective until filed with and approval by the office of credit unions. Members also vote on approval of a name change.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the vp-risk management and cfo prior to filing. If there is uncertainty about a response, they will consult with the appropriate subject matter expert.”

Form 990, Part VI, Section B, Line 12C

“All employees and volunteers are covered by the conflict of interest policy, which prohibits engaging in transactions with parties where a conflict exists. All staff receive annual training on conflict of interest and are required to re-read the document annually. The core system also prohibits employees from completing transactions on accounts that contain their social security number or address. Various monthly fraud monitoring reports are reviewed by risk management. Potential conflicts are discussed with the vp risk management and facilities, and escalated to the svp hr and organizational development, cfo, and ceo/president as needed.”

Form 990, Part VI, Section B, Line 15

“All positions are classified within salary bands. Each year, all salary bands are reviewed and may be adjusted to reflect job market changes to ensure that positions are classified appropriately. Every two to three years all positions are re-evaluated using multiple external resources in this process. The ceo's compensation is reviewed by the board each year and multiple sources are used.”

Form 990, Part VI, Section C, Line 19

“Governing documents are provided to members upon request. Financial statements are presented in the annual report and available for download from ncua.”

Filing and Contact Details

Filer

Filer Name
Summit Credit Union
EIN
39-0230585
Phone
6082435000
Address
PO BOX 8046, MADISON, WI 53708-8046

Signing Officer

Name
Keith Peterson
Title
CFO
Phone
6082435000
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Sponem
Formed
1935
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
705
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Tanya Medgaarden
Phone
5074347000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“New branches in new berlin, madison, and oconomowoc.”

FORM 990, PART XI, LINE 9:

“Net change in defined benefit obligations -389,977. Equity acquired in acquisition 494,309.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union acts as a custodian for amounts in escrow for loans to members.”

PART X, LINE 2:

“The credit union is exempt, under internal revenue code 501(c) (14), from federal and state income taxes. Certain products and services provided by select state chartered credit unions have been deemed by the internal revenue service (irs), in technical advice memorandums (tams) released in 2007, to be unrelated to the specific entity's exempt purpose. As presented in the technical advice memorandums the net taxable income from these products and services would be subject to income taxes. Credit unions have litigated against the irs positions noted in the tams and have been successful in having courts declare in 2009 and 2010 that revenue from insurance products sold to members, helping them protect their financial wellbeing, qualifies as exempt purpose income, contrary to the irs position in the tams. The credit union has filed tax returns in the past for activities it has deemed taxable. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. As a result, the credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2018 and 2017. The credit union's 2015 through subsequent tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposition of fixed/foreclosed assets (expense shown in revenue) 93,364.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposition of fixed assets (expense shown in revenue) -93,364.”

Raw XML AppendixShowing 400 of 948 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt044324156
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037376978
IRS990/AccountsReceivableGrp/BOYAmt01777067
IRS990/AccountsReceivableGrp/EOYAmt02263422
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A COOPERATIVE, NONPROFIT CORPORATION, INCORPORATED UNDER WISCONSIN STATE LAW TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.
IRS990/AdvertisingGrp/TotalAmt04909049
IRS990/AllOtherExpensesGrp/TotalAmt0440926
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt011097255
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEITH PETERSON
IRS990/BooksInCareOfDetail/PhoneNum06082435000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8046
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537088046
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt09851568
IRS990/CashNonInterestBearingGrp/EOYAmt012643445
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt077
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04006756
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0749078
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt034519715
IRS990/ContractorCompensationGrp/CompensationAmt12976138
IRS990/ContractorCompensationGrp/CompensationAmt22293625
IRS990/ContractorCompensationGrp/CompensationAmt32110388
IRS990/ContractorCompensationGrp/CompensationAmt41925070
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0330 S BEDFORD ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 609
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2315 WISCONSIN AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt36411 MINERAL POINT RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 775677
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MONETT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053703
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd165708
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd253703
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd353705
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460677
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0JH FINDORFF & SON INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1JACK HENRY & ASSOCIATES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HIEBING GROUP INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3STRANG INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4PARAGON DEVELOPMENT SYSTEMS
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc1DATA PROCESSING SYSTEM
IRS990/ContractorCompensationGrp/ServicesDesc2MARKETING
IRS990/ContractorCompensationGrp/ServicesDesc3ARCHITECTURAL FIRM
IRS990/ContractorCompensationGrp/ServicesDesc4DATA PROCESSING SYSTEM
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt011097255
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0251324
IRS990/CYInvestmentIncomeAmt06286585
IRS990/CYOtherExpensesAmt060590670
IRS990/CYOtherRevenueAmt02540
IRS990/CYProgramServiceRevenueAmt0147326393
IRS990/CYRevenuesLessExpensesAmt039130250
IRS990/CYSalariesCompEmpBnftPaidAmt042546019
IRS990/CYTotalExpensesAmt0114485268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0153615518
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt05128988
IRS990/Desc0SUMMIT SERVED OVER 180,000 MEMBERS IN 2018. THE CREDIT UNION CONTINUED TO OFFER ATTRACTIVE RATES ON VARIOUS SAVING AND LENDING PRODUCTS TO HELP MEMBERS IMPROVE THEIR FINANCIAL POSITION. LOANS GREW 16% DURING 2018.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0705
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt02146352
IRS990/EscrowAccountLiabilityGrp/EOYAmt02671045
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0336545
IRS990/FeesForServicesLegalGrp/TotalAmt01277135
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1650.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1750.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2147.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt955726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10188854
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1193882
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1256940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13101968
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14113896
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1542434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619017
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1735141
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1842297
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1937809
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2017600
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2157363
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2247469
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2335645
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE SCHENK
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID RESZEL
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY TURKE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS SAUEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN LITSCHER
IRS990/Form990PartVIISectionAGrp/PersonNm7STEFANIE NORVAISAS
IRS990/Form990PartVIISectionAGrp/PersonNm8BOB LINDNER
IRS990/Form990PartVIISectionAGrp/PersonNm9KIM SPONEM
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11REBECCA GEROTHANAS
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm13NANCY KASTEN
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTOPHER SCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPHER HEFTER
IRS990/Form990PartVIISectionAGrp/PersonNm16JEREMY EPPLER
IRS990/Form990PartVIISectionAGrp/PersonNm17ERIC MATHIAS
IRS990/Form990PartVIISectionAGrp/PersonNm18DONALD LICKEL
IRS990/Form990PartVIISectionAGrp/PersonNm19ADAM PELLETTER
IRS990/Form990PartVIISectionAGrp/PersonNm20TIMOTHY GREENE
IRS990/Form990PartVIISectionAGrp/PersonNm21MARY BYRD
IRS990/Form990PartVIISectionAGrp/PersonNm22JAMES HOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm23DANIEL POLLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9993897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10336918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11305188
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12245296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13239951
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14235726
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15235669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16177464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17174114
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18152176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19219501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20176273
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21168059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22160921
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23171093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP HR & ORG DEVELOP.
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP RETAIL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP MORTGAGE LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt19MORTGAGE LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MORTGAGE LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MORTGAGE LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP - BUSINESS SERVICES SR
IRS990/Form990PartVIISectionAGrp/TitleTxt23AVP- IT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0108542
IRS990/GainOrLossGrp/SecuritiesAmt013807
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0251324
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0902366
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013807
IRS990/GrossReceiptsAmt0154409342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt016
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0129032
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt08617405
IRS990/InvestmentIncomeGrp/ExclusionAmt06174735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06164236
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-10499
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0273992965
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0153191665
IRS990/InvestmentsProgramRelatedGrp/BOYAmt058290893
IRS990/InvestmentsProgramRelatedGrp/EOYAmt046876013
IRS990/IRPDocumentCnt093829
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044898219
IRS990/LandBldgEquipBasisNetGrp/BOYAmt061858074
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0104708042
IRS990/LandBldgEquipCostOrOtherBssAmt0149606261
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0793824
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A COOPERATIVE, NONPROFIT CORPORATION, INCORPORATED UNDER WISCONSIN STATE LAW TO ENCOURAGE THRIFT AMONG ITS MEMBERS, CREATE A SOURCE OF CREDIT AT A FAIR AND REASONABLE COST, AND PROVIDE AN OPPORTUNITY FOR ITS MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0272347638
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0460639314
IRS990/NetAssetsOrFundBalancesBOYAmt0339900128
IRS990/NetAssetsOrFundBalancesEOYAmt0378295623
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0122349
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0122349
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-839088
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02321798
IRS990/OfficeExpensesGrp/TotalAmt015379692
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046149095
IRS990/OtherAssetsTotalGrp/EOYAmt042962665
IRS990/OtherChangesInNetAssetsAmt0104332
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04221897
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2MISC. OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL & OUTSIDE
IRS990/OtherExpensesGrp/TotalAmt010576000
IRS990/OtherExpensesGrp/TotalAmt18002494
IRS990/OtherExpensesGrp/TotalAmt21758083
IRS990/OtherExpensesGrp/TotalAmt31093477
IRS990/OtherLiabilitiesGrp/BOYAmt02241783239
IRS990/OtherLiabilitiesGrp/EOYAmt02345187263
IRS990/OtherOrganizationDsc0CU
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NON-OPERATING INCOME/EXPENSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02540
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02540
IRS990/OtherRevenueTotalAmt02540
IRS990/OtherSalariesAndWagesGrp/TotalAmt029635606
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02370751242
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02757256944
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt02186609
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt02495151
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02604309
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03417303
IRS990/PrincipalOfficerNm0KIM SPONEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEES & SERVICE CHGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0104965835
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130503670
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211714771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0104965835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130503670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211856888
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0142117

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,224,170,223
Liabilities
$2,845,874,600
Net assets
$378,295,623
Revenue
$153,615,518
Expenses
$114,485,268
Net income
$39,130,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7,458$6,775$683$454$395$58.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,945$6,333$612$345$293$51.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6,225$5,677$548$231$180$51.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,831$4,275$556$219$142$77.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,326$3,836$490$219$160$59.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,690$3,266$424$183$139$43.7
2018Detailed filing. Detailed filing data is available for this year.$3,224$2,846$378$154$114$39.1
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,901$2,561$340$135$97.2$37.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,665$2,361$303$125$90.4$35.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,389$2,118$270$108$79.0$29.0
2014Detailed filing. Detailed filing data is available for this year.$2,076$1,834$242$96.9$72.6$24.3
2013Detailed filing. Detailed filing data is available for this year.$1,956$1,740$216$96.7$69.1$27.6
2012Summary only. Only limited summary data is available for this year.$1,887$1,695$191$106$74.1$31.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,736$1,579$157$76.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,581$1,444$137$78.3